Highlights and Practical Tips from The AI in Accounting Summit

The Best of the AI in Accounting Summit - Key Insights

We were proud to bring the very first AI in Accounting Summit to both Auckland and Melbourne. With a star-studded line-up of speakers including Jason Staats, Kendra Vant, Inbal Rodnay and more, it was a sell-out success, and we’re just getting started (keep your eyes peeled).

For those who missed out, we hosted a 'Best of' webinar with Brendan Roberts (Aider CEO & Founder) and Mary Delaney (Karbon CEO).

And if you missed both the live event and the webinar – or just want the highlights in one handy place – this blog’s got you covered.

The Biggest AI Trends in Accounting Right Now

The Summit brought together tech leaders, accounting experts, and future-focused firms. The message was clear: AI isn’t coming - it’s already here, and it’s changing everything.

AI for Advisory Growth
Accountants are using AI to go beyond compliance and deliver strategic, high-value insights.

Automation That Saves Hours
Progressive firms are automating reporting, forecasting, client communications, and more.

The Human + AI Balance
AI makes accounting more interesting by removing repetitive tasks, surfacing insights faster, and attracting top talent.

AI Agents
Leading firms are beginning to explore “agentic AI”. Tools that can act and complete tasks without constant direction. 

Practical Takeaways: How to use AI in your firm today

Mary Delaney said it best: “Resisting AI costs time.”

Implement an AI Policy: Set clear guidelines so your team knows how to use AI safely and confidently (download our template here).
Use what’s already available: ChatGPT, Microsoft Co-Pilot, Claude (great for writing), and Perplexity (your new favourite search tool).
Start small and scale: It’s simple to get started - check out our “10 ways to use ChatGPT in Accounting” guide for some ideas
Assign an AI Champion or Task Force: Appoint someone to lead your internal AI adoption & exploration
Foster a test-and-learn culture: Open a Slack or Teams channel to share use cases, celebrate small wins, and encourage experimentation. Give your team dedicated time to experiment, explore new tools, and follow industry leaders.
Stay curious: AI is evolving fast. Book 30 minutes a week in your calendar for your own research and experimentation 

The thought leaders 

Here’s who we (and the Summit speakers) recommend following to stay in the loop:

Final Thought: AI is an Opportunity - Embrace It

The Summit made it clear: the future is now. The firms embracing AI are the ones defining what’s next.

Missed the webinar? You can watch the full recording here.
Curious to see Aider in action? Book a demo and discover how we use AI to help accountants work smarter, not harder.

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